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iShares S&P SmallCap 600 Value Idx shares owned by Sequent Planning

Quarter-by-quarter ownership of iShares S&P SmallCap 600 Value Idx (IJS) shares owned by Sequent Planning from 13F filings

Historical chart of Sequent Planning investment in iShares S&P SmallCap 600 Value Idx

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P SmallCap 600 Value Idx held by Sequent Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P SmallCap 600 Value Idx by Sequent Planning

Quarter filed Position value Share count Share price at filing
2024-12-31 $4.0M 37k 108.61
2024-09-30 $4.4M 41k 107.66
2024-06-30 $4.3M 44k 96.23
2024-03-31 $4.3M 42k 102.76

More positions owned by Sequent Planning

First Tr Exchng Traded Fd Vi Ft Vest Nas (QDEC)
First Tr Exchng Traded Fd Vi Ft Vest U.s (XOCT)
First Tr Exchange-traded Vest Gold Strtgy (BGLD)
Ishares Tr Tips Bd Etf (TIP)
Vanguard Index Fds Total Stk Mkt (VTI)
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GOCT)
Amazon (AMZN)
Spdr Gold Tr Gold Shs (GLD)
First Tr Exchng Traded Fd Vi Ft Vest Nas (QMAR)
First Tr Exchng Traded Fd Vi Ft Vest Nasd 100
NVIDIA Corporation (NVDA)
First Tr Exchng Traded Fd Vi Ft Vest U.s (XDEC)
First Tr Exchng Traded Fd Vi Ft Vest Uq Eqt (DOCT)
Ishares Tr 1 3 Yr Treas Bd (SHY)
First Tr Exchng Traded Fd Vi Ft Vest U.s (XIDE)

View all positions for Sequent Planning

Top funds holding iShares S&P SmallCap 600 Value Idx

Morgan Stanley
Bank of America Corporation
FMR
Regions Bank
Wells Fargo & Company
M^T Bank Corporation
UBS Group
Prime Capital Investment Advisors
Ameriprise Financial
Modera Wealth Management
Commonwealth Equity Services
LPL Financial
Pnc Financial Services
Modern Wealth Management
Envestnet Asset Management

View all funds holding iShares S&P SmallCap 600 Value Idx